Creating System Tasks - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Each repository has system tasks. They can be found in the System Tasks folder in the Repositories pane within the Workflow tab. System Task Lists allow you to execute a task list without having the Workflow system open in the Client.

Note:

System Tasks configured with the Set Property Value action and the Work Item Property option selected will not execute properly.

To create a system task:

  1. In the Repositories pane, right-click and select New | System Task. The Create System Task screen is displayed.
  2. Enter a Name for the task.
  3. Select the type of item the system task will execute upon from the drop-down list.
    Note:

    The Agenda Item, Meeting, and Plan Review Project item types are reserved for future functionality.

    Be default, the Create a Unity System Task option is selected. A Unity System task allows the task to execute on non-document work items and other additional functionality. If you do not want to create a Unity System Task, deselect the Create a Unity System Task option.

  4. Click Next.
    If you are configuring a system task with the Medical Records Charts item type, skip to step 9.
  5. If you are configuring a system task that will execute on Documents, select a Document Type you want to associate with the system task from the drop-down list.

    If you are configuring a system task that will execute on Managed Folders, select a Managed Folder Type you want to associated with the system task from the drop-down list.

    If you are configuring a system task that will execute on WorkView Objects, select an Application and a Class that you want to associate with the system task from the drop-down lists. Repeat this for each application/class you want to associate the system task with.

    Note:

    System tasks configured for WorkView are specific to the class(es) they are configured for. They cannot be successfully executed on other classes. In addition, the user groups that have rights to the class associated with the system task must also have rights to the system task in order to successfully execute the system task. System tasks configured for WorkView can only be used in conjunction with WorkView events.

    If you are configuring a system task with the Managed Folders or WorkView Objects options, skip to step 8.

  6. Click Add.
  7. Repeat for each Document Type you want to associate with the system task. For an system task configured for documents, you must associate the system task list with any Document Type on which you want to execute the task.
  8. Click Next.
  9. Select a User Group that you wish to grants rights to the system task from the drop-down list.
  10. Click Add.
  11. Select Execute if you want to grant Client interface access to the task. Select Configure if you want to grant configuration rights for the task.
  12. Repeat for each user group you want to grant rights to.
  13. Click Finish.
  14. Add appropriate actions, rules, and task lists to complete the configuration of your system task.
    Note:

    A system task cannot be added as a task list within another system task.

    Sub folders for each type of system task are created upon a system task creation of that type. Sub folders include: Documents, Managed Folders, Medical Records Charts, and WorkView Objects.

    After the task has been created, you can configure an icon. To configure an icon:

  15. Select the task and in the Properties pane, select the Icon tab.
  16. Select a Small Icon and a Large Icon for the task.
    Note:

    Changes will not be saved until the repository is saved.

In addition, you can edit the Document Types assigned to a system task in the Properties pane's Document Types tab for system tasks configured for documents. You can edit the user groups assigned to a system task in the Properties pane's User Groups tab.